Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$2.03B
2 +$1.82B
3 +$1.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.11B

Top Sells

1 +$2.79B
2 +$2.49B
3 +$1.46B
4
NVDA icon
NVIDIA
NVDA
+$1.28B
5
AAPL icon
Apple
AAPL
+$1.05B

Sector Composition

1 Technology 16.59%
2 Financials 8.82%
3 Consumer Discretionary 5.92%
4 Industrials 5.86%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PKE icon
5001
Park Aerospace
PKE
$386M
$235K ﹤0.01%
15,891
-12,879
RMI
5002
RiverNorth Opportunistic Municipal Income Fund
RMI
$94M
$235K ﹤0.01%
16,457
+14,017
MTBA icon
5003
Simplify MBS ETF
MTBA
$1.62B
$235K ﹤0.01%
4,682
-7,150
FSTR icon
5004
Foster
FSTR
$280M
$234K ﹤0.01%
10,701
-1,354
FTXN icon
5005
First Trust Nasdaq Oil & Gas ETF
FTXN
$110M
$233K ﹤0.01%
8,548
-9,442
SPFI icon
5006
South Plains Financial
SPFI
$614M
$232K ﹤0.01%
6,451
-23,421
EPU icon
5007
iShares MSCI Peru and Global Exposure ETF
EPU
$245M
$232K ﹤0.01%
4,782
-22,656
EBTC
5008
DELISTED
Enterprise Bancorp
EBTC
$232K ﹤0.01%
5,844
-1,278
EIPI
5009
FT Energy Income Partners Enhanced Income ETF
EIPI
$965M
$231K ﹤0.01%
+11,721
AOMR
5010
Angel Oak Mortgage REIT
AOMR
$219M
$231K ﹤0.01%
24,516
+17,571
PBYI icon
5011
Puma Biotechnology
PBYI
$254M
$231K ﹤0.01%
67,242
-25,845
CHW
5012
Calamos Global Dynamic Income Fund
CHW
$470M
$228K ﹤0.01%
31,966
-11,402
WTBA icon
5013
West Bancorporation
WTBA
$376M
$228K ﹤0.01%
11,601
-2,806
GOVZ icon
5014
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$316M
$227K ﹤0.01%
23,678
-22,294
JMID
5015
Janus Henderson Mid Cap Growth Alpha ETF
JMID
$20.7M
$227K ﹤0.01%
+7,842
CZNC icon
5016
Citizens & Northern Corp
CZNC
$359M
$226K ﹤0.01%
11,946
-1,300
EAF icon
5017
GrafTech
EAF
$372M
$226K ﹤0.01%
23,278
+9,617
BCML icon
5018
BayCom
BCML
$318M
$225K ﹤0.01%
8,129
-2,174
NUSA icon
5019
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$35.3M
$225K ﹤0.01%
9,643
-341
LPL icon
5020
LG Display
LPL
$4.33B
$225K ﹤0.01%
65,750
+1,428
ZGN icon
5021
Zegna
ZGN
$2.71B
$224K ﹤0.01%
26,175
-179,585
RAIL icon
5022
FreightCar America
RAIL
$156M
$223K ﹤0.01%
25,911
-19,829
NESR
5023
National Energy Services Reunited Corp
NESR
$1.4B
$223K ﹤0.01%
37,000
-42,853
FDIG icon
5024
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$297M
$222K ﹤0.01%
+6,241
CUE icon
5025
Cue Biopharma
CUE
$49.6M
$221K ﹤0.01%
324,584
+233